Fixed Income | Large Cap Value |
Large Cap Growth |
Foreign | Small Company |
Portfolio | |
Morningstar Averages for the Universe |
n/a | -19.92% | -24.85% | -15.34% | -19.84% | n/a |
Stable Value Option |
4.57% | |||||
Wellington Core |
7.98% | |||||
PRIMCO GIC |
4.80% | |||||
Cash | 1.26% | |||||
BGI – Money Market Index |
1.63% | |||||
Benchmark | ||||||
LB 1-3 yr. Govt./Treas. |
5.30% | |||||
Equity Index Option (BGI – US Equity Index) |
-21.80% | |||||
Benchmark | ||||||
Russell 3000 |
-21.58% | |||||
Value Stock Option |
-21.53% | |||||
Federated Stock Trust |
-20.74% | |||||
Morgan Value (separately managed) |
-22.26% | |||||
Neuberger Berman Focus Tr |
-38.42% | |||||
Legg Mason Spec. Invmt. Trust |
-10.56% | |||||
Neuberger Berman Regency |
-12.59% | |||||
T. Rowe Price Value |
-19.81% | |||||
BGI – Value Index |
-23.84% | |||||
Benchmark | ||||||
Russell Price Driven (1000 Value) |
-16.92% | |||||
Growth Stock Option |
-26.69% | |||||
MFS Instl. Mid Cap Growth |
-46.57% | |||||
Turner Mid Cap Growth |
-31.13% | |||||
TCW Galileo Select Equities I |
-29.21% | |||||
Marsico Focus |
-11.62% | |||||
BGI – Growth Index |
-23.89% | |||||
Benchmark | ||||||
Russell Earnings Growth (1000 Growth) |
-26.52% | |||||
International Stock Option |
-17.20% | |||||
Amer Cent-20th Cent. Int’l Discovery |
-11.91% | |||||
Amer Cent-20th Cent. Int’l Growth |
-18.70% | |||||
Janus Overseas |
-23.94% | |||||
Templeton Instl. Foreign |
-16.24% | |||||
First Eagle SoGen Overseas I |
3.74% | |||||
Longleaf Partners Intl. |
-17.50% | |||||
Benchmark | ||||||
MSCI All Country World Free Ex US |
-17.54% | |||||
Diversified Small Company Stock Option |
-24.58% | |||||
MFS Instl. Emerging Equities |
-32.57% | |||||
Royce Opportunity |
-23.09% | |||||
DFA U.S. Micro Cap Portfolio |
-16.38% | |||||
State Street Aurora |
-21.25% | |||||
Berger Small Cap Value Instl. |
-19.57% | |||||
Franklin Small Cap Growth II |
-29.28% | |||||
BGI – Small Company Index |
-24.97% | |||||
Benchmark | ||||||
Russell 2000 Total |
-22.69% | |||||
Conservative Model Portfolio |
-6.15% | |||||
Benchmark | ||||||
Conservative Composite Index |
-4.40% | |||||
Moderate Model Portfolio |
-13.96% | |||||
Benchmark | ||||||
Moderate Composite Index |
-11.76% | |||||
Aggressive Model Portfolio |
-17.38% | |||||
Benchmark | ||||||
Aggressive Composite Index |
-15.66% |
Archive for October, 2002
2002 October
Monday, October 28th, 2002October 2002
Tuesday, October 22nd, 2002Day | Stable Value | Value Stock | Equity Index | Growth Stock | Intl. Stock | Div. Small Co. Stock | Conserv. Portfolio | Moderate Portfolio | Aggressive Portfolio | Retirement Portfolio |
---|---|---|---|---|---|---|---|---|---|---|
01 | 177.40 | 225.61 | 213.84 | 173.11 | 154.33 | 227.03 | 193.02 | 200.84 | 196.50 | – |
02 | 177.42 | 219.64 | 208.96 | 169.82 | 154.54 | 222.64 | 191.27 | 198.57 | 193.76 | – |
03 | 177.45 | 216.87 | 206.72 | 167.67 | 153.75 | 220.12 | 190.47 | 197.27 | 192.15 | – |
04 | 177.52 | 211.55 | 202.14 | 163.63 | 152.15 | 215.17 | 188.90 | 194.75 | 189.02 | – |
07 | 177.55 | 206.53 | 197.97 | 160.78 | 149.76 | 209.65 | 187.42 | 192.32 | 185.92 | – |
08 | 177.57 | 209.19 | 200.92 | 163.36 | 148.70 | 210.45 | 188.35 | 193.38 | 187.05 | – |
09 | 177.61 | 202.56 | 195.33 | 159.89 | 147.71 | 203.90 | 186.38 | 190.55 | 183.51 | – |
10 | 177.61 | 211.36 | 201.73 | 165.50 | 147.94 | 209.15 | 188.86 | 193.89 | 187.46 | – |
11 | 177.64 | 219.97 | 209.25 | 171.85 | 152.41 | 215.10 | 191.51 | 198.06 | 192.54 | – |
14 | 177.66 | 221.40 | 210.78 | 173.50 | 151.69 | 216.25 | 192.01 | 198.71 | 193.27 | – |
15 | 177.62 | 232.61 | 220.34 | 180.95 | 156.41 | 225.92 | 195.38 | 204.00 | 199.83 | – |
16 | 177.62 | 226.00 | 215.15 | 176.64 | 155.86 | 219.71 | 193.45 | 201.17 | 196.35 | – |
17 | 177.61 | 232.10 | 220.33 | 181.08 | 158.12 | 226.83 | 195.29 | 204.24 | 200.24 | – |
18 | 177.67 | 233.06 | 221.45 | 182.57 | 158.42 | 227.83 | 195.67 | 204.89 | 201.00 | – |
21 | 177.67 | 237.94 | 225.11 | 185.60 | 158.33 | 231.48 | 197.07 | 206.78 | 203.28 | – |
22 | 177.69 | 235.63 | 222.67 | 183.07 | 157.30 | 227.96 | 196.30 | 205.34 | 201.44 | – |
23 | 177.72 | 237.93 | 224.50 | 185.31 | 155.97 | 231.83 | 196.99 | 206.42 | 202.79 | – |
24 | 177.77 | 235.06 | 221.34 | 181.76 | 157.03 | 230.03 | 196.04 | 205.11 | 201.31 | – |
25 | 177.86 | 237.55 | 225.00 | 185.43 | 157.17 | 233.55 | 197.11 | 206.82 | 203.36 | – |
28 | 177.90 | 236.43 | 223.17 | 182.58 | 158.95 | 232.15 | 196.65 | 206.14 | 202.61 | – |
29 | 177.97 | 233.61 | 221.24 | 180.56 | 155.61 | 230.86 | 195.93 | 204.70 | 200.82 | – |
30 | 177.99 | 236.38 | 223.47 | 182.45 | 157.09 | 234.59 | 196.76 | 206.18 | 202.72 | – |
31 | 178.03 | 235.50 | 222.56 | 181.46 | 158.65 | 234.00 | 196.49 | 205.96 | 202.51 | – |
October Fund Performance (in percentages) | ||||||||||
0.36% | 7.90% | 7.71% | 8.45% | 3.48% | 4.95% | 3.06% | 4.24% | 5.09% | – |